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EOT

Eaton Vance National Municipal Opportunities Trust

34 hedge funds and large institutions have $30.9M invested in Eaton Vance National Municipal Opportunities Trust in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

21% more funds holding

Funds holding: 2834 (+6)

11% more capital invested

Capital invested by funds: $27.8M → $30.9M (+$3.15M)

0.81% more ownership

Funds ownership: 9.04%9.85% (+0.81%)

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$7.87M -$113K -5,518 -1%
Morgan Stanley
2
Morgan Stanley
New York
$4.18M +$1.67M +81,487 +66%
Ameriprise
3
Ameriprise
Minnesota
$2.78M -$150K -7,316 -5%
KAS
4
Kestra Advisory Services
Texas
$2.13M +$474K +23,070 +29%
Wells Fargo
5
Wells Fargo
California
$1.69M +$127K +6,186 +8%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$1.34M +$13.7K +669 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.16M -$219K -10,678 -16%
VanEck Associates
8
VanEck Associates
New York
$1.04M -$248K -12,107 -19%
1CP
9
1607 Capital Partners
Virginia
$971K -$542K -26,428 -36%
UBS Group
10
UBS Group
Switzerland
$848K +$13.6K +663 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$735K +$44K +2,145 +6%
GC
12
Guggenheim Capital
Illinois
$719K +$387K +18,837 +116%
ACA
13
Ackerman Capital Advisors
Texas
$686K +$687K +33,489 New
LPL Financial
14
LPL Financial
California
$675K +$185 +9 +0%
AA
15
Ancora Advisors
Ohio
$620K
HighTower Advisors
16
HighTower Advisors
Illinois
$537K +$52.2K +2,544 +11%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$448K +$287 +14 +0.1%
UCFA
18
United Capital Financial Advisors
Texas
$444K -$105K -5,137 -19%
RJA
19
Raymond James & Associates
Florida
$327K +$90.5K +4,407 +38%
PFS
20
Prospera Financial Services
Texas
$325K +$326K +15,862 New
NA
21
NewEdge Advisors
Louisiana
$265K -$30.8K -1,500 -10%
HSA
22
HBK Sorce Advisory
Pennsylvania
$215K
EW
23
Evoke Wealth
California
$214K
MA
24
Mutual Advisors
Nebraska
$205K
Osaic Holdings
25
Osaic Holdings
Arizona
$169K +$21 +1 +0%

EOT Hedge Fund Activity: Q4 2020 in Review

34 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2020, worth a combined $30.9M — up 11% from $27.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EOT positions and 1 closed out — a net gain of 6 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.67M. The largest seller was 1607 Capital Partners, cutting an estimated $542K.

  • 34 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2020, up from 28 in Q3 2020.
  • Funds reported $30.9M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2020, up 11% quarter-over-quarter.
  • 7 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2020 and 1 closed out, a net change of +6 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2020 was Morgan Stanley, an estimated $1.67M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2020 was 1607 Capital Partners, an estimated $542K sold.

Based on aggregated 13F filings for Q4 2020.